Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

Browse by AUM Browse alphabetically

13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
EC Endurant Capital Management LPLong-term holder	—	—	1 -24	—	2024-03-31
AR Advanced Research Investment Solutions, LLCLong-term holder	—	—	1 -30	—	2024-03-31
JA JLP Asset Management, LLCLong-term holder	—	—	1 -25	—	2024-03-31
CW Curi Wealth Management, LLCLong-term holder	—	—	1 -159	—	2024-03-31
PI Putnam Investments LLCDiversified strategy	$75.7B	+15.1%	2,300 +30	MSFT	2023-12-31
MI M&g Investment Management LTDDiversified strategy	$28.2B	+26.3%	341 -1	FERG	2023-12-31
B& Bartlett & Co. LLCDiversified strategy	$6.2B	+10.6%	1,277 +64	AAPL	2023-12-31
SS Simplicity Solutions, LLCDiversified strategy	$3.7B	+17.6%	1,070 +76	MRTXEUR	2023-12-31
C& Cannell & Co.Diversified strategy	$3.2B	+7.8%	269 +10	MSFT	2023-12-31
WG Wade G W & IncDiversified strategy	$3.1B	+14.6%	417 +16	IWF	2023-12-31
FF Focus Financial Network Inc /advDiversified strategy	$2.7B	—	710	AAPL	2023-12-31
TA Tamarack Advisers, LPConcentrated strategy	$2.1B	+1273.0%	1 -20	STREAMLINE HEALTH SOLUTIONS	2023-12-31
GC Greenlight Capital IncLong-term holder	$2.0B	+16.3%	116	GRBK	2023-12-31
WP Wealthsource Partners, LLCDiversified strategy	$1.5B	+5.0%	503 +10	SCHX	2023-12-31
BW Baystate Wealth Management LLCDiversified strategy	$1.4B	+12.3%	1,327 +284	IWY	2023-12-31
DI Dfpg Investments, LLCDiversified strategy	$1.3B	+19.2%	621 +46	AAPL	2023-12-31
TC Telemus Capital, LLCDiversified strategy	$1.2B	+12.2%	326 +18	IJR	2023-12-31
AA Ardevora Asset Management LLPDiversified strategy	$1.1B	-44.8%	96 -22	NVDA	2023-12-31
BL Bridgeworth, LLCDiversified strategy	$1.0B	+11.6%	177 +10	DFAC	2023-12-31
DG Desjardins Global Asset Management Inc.Diversified strategy	$930.0M	+1.2%	662 -26	GDX	2023-12-31
FA First Ascent Asset Management, LLCDiversified strategy	$892.4M	+15.2%	53	VOO	2023-12-31
SF StrategIQ Financial Group, LLCDiversified strategy	$885.3M	+2.5%	317 +14	VTI	2023-12-31
SG Smith, Graham & Co., Investment Advisors, LPDiversified strategy	$868.1M	+7.9%	141 -2	KOP	2023-12-31
LF Lannebo Fonder ABSector-focused	$757.8M	+12.5%	33 +3	MSFT	2023-12-31
CC CVC Capital Partners VI LtdConcentrated strategy	$750.9M	—	3	WOOF	2023-12-31
RC Resource Consulting Group IncLong-term holder	$584.1M	+13.4%	69 +17	DFUV	2023-12-31
BI Bridgecreek Investment Management, LLCDiversified strategy	$516.2M	+5.5%	95 -1	NVDA	2023-12-31
AC Adroit Compliance, LLCLong-term holder	$479.3M	—	46	ITOT	2023-12-31
RF Rollins FinancialDiversified strategy	$478.8M	+17.2%	97 -8	QQQ	2023-12-31
TC Traverso Chambers Private Wealth Management, LLCDiversified strategy	$411.8M	+10.1%	123 +9	SPY	2023-12-31
PW Paragon Wealth Strategies, LLCSector-focused	$363.3M	+8.4%	40 +2	VOO	2023-12-31
EW Engrave Wealth Partners LLCDiversified strategy	$350.3M	+7.7%	80 +10	XOM	2023-12-31
JA J Arnold Wealth Management CoSector-focused	$293.7M	+18.8%	35 +7	VOO	2023-12-31
D& Day & Ennis, LLCDiversified strategy	$283.3M	+5.6%	124 +4	IVV	2023-12-31
LF Landmark Financial Advisors, LLCDiversified strategy	$277.9M	+13.0%	91 +2	VEA	2023-12-31
EW EisnerAmper Wealth Management Corporate Benefits, LLCDiversified strategy	$273.7M	+22.2%	67 +10	AGG	2023-12-31
SR Spouting Rock Asset Management, LLCDiversified strategy	$273.2M	-12.7%	118 -34	AMZN	2023-12-31
WM Westwood Management CORP /il/Quality / disciplined sizing	$270.2M	-61.2%	28 -26	MSFT	2023-12-31
LW LWS Wealth Advisors, Inc.Diversified strategy	$266.3M	+16.5%	65 +9	IVV	2023-12-31
LW Ledge Wealth Management, Inc.Diversified strategy	$257.2M	+15.4%	62 +2	VTV	2023-12-31
NC NinePointTwo Capital LLCDiversified strategy	$251.8M	+2.7%	249 +2	SCHP	2023-12-31
CT Columbia Trust Co 01012016Diversified strategy	$221.4M	+28.4%	262 +21	MSFT	2023-12-31
GI Glovista Investments LLCSector-focused	$215.3M	+27.8%	40 +4	INDA	2023-12-31
ME Moreno Evelyn VDiversified strategy	$211.9M	-53.9%	140 -1	AAPL	2023-12-31
PW Provence Wealth Management GroupDiversified strategy	$186.1M	+14.1%	552 -1	IVV	2023-12-31
RW Rainsberger Wealth Advisors, Inc.Diversified strategy	$183.3M	+12.4%	69 +1	SCHF	2023-12-31
DW DB Wealth Management Group, LLCDiversified strategy	$176.1M	+11.1%	370 -2	SPY	2023-12-31
LF Lumina Fund Management LLCConcentrated strategy	$163.7M	-44.3%	3 -54	SPY	2023-12-31
RW Regal Wealth Group, Inc.Sector-focused	$162.1M	+10.7%	43 +1	IWF	2023-12-31
ET Exos TFP Holdings LLCDiversified strategy	$161.9M	-12.5%	188 -47	KCAC-UN	2023-12-31
RP Resource Planning GroupDiversified strategy	$157.3M	+33.4%	72 +15	AGG	2023-12-31

Showing 10,048-10,098 of 13,277 institutions